Table of Contents

Issue Date: Monday, March 6, 2017

News

Corporations pour assets into funds

Corporations pour assets into funds

U.S. corporations plan to contribute more than $26.8 billion to their pension funds this year, according to an analysis by Pensions & Investments, with UPS, FedEx and GE leading the list of biggest contributors.

Prospects of fiduciary rule taking root slowly fading

Prospects of fiduciary rule taking root slowly fading

The Department of Labor's landmark fiduciary rule is being delayed until early June, with the prospect of indefinite limbo increasingly likely.

AI going to head of the class

AI going to head of the class

Enticed by the prospect of better outcomes from deeper analysis of vast amounts of newly available data, hedge fund managers are turning en masse to artificial intelligence and its subset, machine learning, to fine-tune their investment processes.

Snap IPO filling investors with new hope

Snap IPO filling investors with new hope

Venture capital executives will be watching the share price of Snap Inc., in coming months to see if unicorns really are magic.

Line between core, core-plus investments blurring

Line between core, core-plus investments blurring

Real estate investors are continuing to favor core strategies, with some cutting back on opportunistic funds, but their definition of core is expanding.

Chances for manager gains expand as funds sprout up across Europe

Chances for manager gains expand as funds sprout up across Europe

Government-led initiatives to boost creation of multiemployer, multicountry retirement plans are opening opportunities for money managers across the Continent.

Prospects brightening for target-date funds as U.K. market evolves

Prospects brightening for target-date funds as U.K. market evolves

Target-date funds have been a difficult sell in the U.K., but some in the retirement industry believe the strategies soon will gain traction in the defined contribution market as multiple employer trusts become increasingly popular.

Drain of talent hampering Korea NPS' investing effort

Drain of talent hampering Korea NPS’ investing effort

An exodus of investment talent at Seoul-based National Pension Service could hamstring the 545 trillion won ($462 billion) pension fund's near-term efforts to deploy net inflows exceeding $4 billion a month.

Europe bedeviled by political risk

Europe bedeviled by political risk

Money management executives are working to reconcile opportunities in European equity and debt markets with increasing political risk.

Policy shifts won't stop bond market evolution

Policy shifts won’t stop bond market evolution

Efforts to deregulate financial services won't halt changes in fixed-income market structure — particularly the increased use of electronic trading venues.

Vanguard goes on hiring binge to support big boom in growth

Vanguard goes on hiring binge to support big boom in growth

Vanguard Group plans to add hundreds of new employees to its institutional staff to accommodate its continued growth — and to mitigate customer service problems.

Hedge fund firms start 2016 with whimper, end with bang

Hedge fund firms start 2016 with whimper, end with bang

Despite difficult market conditions in the first half of 2016, average hedge fund returns ended the year in the black, showed data from Hedge Fund Research.

Complaints aside, ETFs are in hedge fund portfolios

Many hedge funds have incorporated ETFs into their regular diet of financial instruments for both long and short exposure, but the relationship is complicated.

Special Report

Hedge fund evolution

Hedge fund evolution

Unless hedge fund managers produce alpha, diversify institutional portfolios and protect their downside at a fair price, they risk more of the crippling outflows many experienced in 2016.

Online

Corrections

Frontlines

Editorial

Scrutinizing target-date funds

Scrutinizing target-date funds

Defined contribution sponsors must strengthen their plans and participant education for the challenges ahead.

It's time for retirement specifics from President Trump

It’s time for retirement specifics from President Trump

Missing from President Donald Trump's first major address to Congress and the nation was a hint as to how he will address the looming retirement crisis.

Industry Voices

Hedge fund fees – a perfect solution

Hedge fund fees – a perfect solution

Average hedge fund returns have declined since the 1980s, yet fees, like objects in space, have continued to levitate without gravity to pull them down.

Tradewatch

People Moves